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Ballard & Company, Ltd. CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Ballard & Company, Ltd. CPAs, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services

At Ballard & Company, Ltd. CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to achieve your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Ballard & Company, Ltd. CPAs accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Preparation and Compilation of Financial Statements
  • General Ledger Preparation
  • Bookkeeping (Monthly, Quarterly or Annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Assurance and Advisory Services

At Ballard & Company, Ltd. CPAs, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Audits, Reviews, and Compilations

Ballard & Company, Ltd. CPAs financial statement services comprise all three levels of assurance depending on your company's needs.


Audits offer the highest level of assurance to third parties, and involve performing in-depth procedures to obtain evidence about the accuracy of amounts and disclosures in the financial statements. Using a risk-based approach which allows our auditors to focus on specific areas that require emphasis, we perform audits for you to ascertain the validity and reliability of your information.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Often times outside parties accept reviewed financial statements in lieu of audited statements.


Compilations are usually requested for internal purposes and are based upon information provided by the company's management. They do not offer assurance but may involve some adjustment to accounting records.

Payroll Services

Our payroll services range from processing live payroll and preparing and processing all applicable payroll reports required or we can assist in after-the-fact payroll reports.


We can assist with day to day business administration by preparing accounts payable checks.

QuickBooks Accounting Help and Assistance

Ballard & Company, Ltd. has staff that is trained and certified in QuickBooks. We are available to assist your business through remote access regardless of your geographic location. Below is a list of some of our QuickBooks Services:

Installation & Set-up – Install QuickBooks software, assist in setting preferences, establish personalized chart of accounts, determine Start Date, set your bank account up and enter beginning balances. We can also assist with Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. Many users experience problems and lack the ability to generate and track important information as a result of inadequate set-up.

Technical Support – Data File Analysis to insure the health of your QuickBooks file. Provide payroll assistance, set-up assistance, resolve error messages or just answer a question about how to do something. We can help you resolve almost any issue. We can also assist in creating reports specific to your management needs.

Data Entry – For those who just don’t have enough time but want the data available on a 24 hours basis, we can enter your data directly into your file. Have all your information right at your fingertips without entering it yourself. We will come to you and enter your data at your work site or we can access your file remotely and enter your data just like we are sitting there!

File Review – Our QuickBooks review services help companies that have the human resources to do the daily accounting and payroll tasks themselves but need a little accounting and payroll assistance to review transactions, accounts and reports. This review ensures that you can retrieve timely and reliable financial information from your file. After the review you will be provided with any corrections, adjustments and reclassifications that are necessary. File Reviews may be conducted at any time but monthly reviews provide you with up-to-date information and feedback about the accuracy of your file information.

Training – We provide training at any level, whether it is on-on-one or a group. Our training is tailored to your needs and concentrates only on the area’s that are important to you and on your schedule. Training is provided on site using your own source documents making the processes easy to understand and follow even after the trainer is gone.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Ballard & Company, Ltd. CPAs role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

Ballard & Company, Ltd. CPAs goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Ballard & Company, Ltd. CPAs can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Ballard & Company, Ltd. CPAs can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Ballard & Company, Ltd. CPAs can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Ballard & Company, Ltd. CPAs can provide professional know-how to help you successfully structure and negotiate the deal. Ballard & Company, Ltd. CPAs employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

International Taxation

Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.

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